Client Manager, Commercial Risk - Insurance Advisor Solutions
Core
Partner with Advisors and Risk Management Directors to deliver high-level service to commercial clients, managing accounts, claims, and insurance programs.
Role type
Senior IC commercial risk client manager
Builds
Commercial insurance policies, claims resolutions, and client retention strategies
Domain
Insurance / Commercial Risk Management
Required skills
Commercial account management, claims monitoring, policy review and renewal, contract negotiation, surplus lines filing, financial statement analysis, invoicing and premium allocation, carrier relationship management, prospecting and new business generation, state insurance licensing
Preferred skills
Microsoft Office suite (Word, Excel, PowerPoint, Outlook), presentation skills, risk management consulting knowledge
Responsibilities
Maintain client files and documentation in the Agency Management System; compose professional business correspondence; perform accounting functions including invoicing and premium allocation; monitor and communicate claims information; attend client meetings with leadership; manage day-to-day account activities including policy changes and contract reviews; counsel clients on coverage and exposure; solicit referrals and generate new business; cultivate relationships with insurance company partners; identify process improvement opportunities
Seniority
Senior, hands-on IC